Soa Wealth Advisors, Llc. Reduced Holdings in Q1 2025

Soa Wealth Advisors, Llc.

  • $850 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-62.1K
- 20.88%
$210.19 - $243.33 $13.1M - $15.1M
235K $49.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-8.12K
- 15.14%
$507.05 - $563.67 $4.12M - $4.57M
45.5K $23.3M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-38.5K
- 74.62%
$113.22 - $126.36 $4.36M - $4.86M
13.1K $1.49M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-36.4K
- 74.19%
$101.98 - $115.66 $3.72M - $4.21M
12.7K $1.29M
ORCL
Oracle Corp

Technology
-21.6K
- 72.55%
$139.81 - $186.47 $3.01M - $4.02M
8.16K $1.14M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-42.4K
- 58.94%
$75.32 - $84.77 $3.19M - $3.6M
29.5K $2.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3K
- 17.29%
$468.34 - $539.52 $1.4M - $1.62M
14.3K $6.72M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18.9K
- 69.86%
$74.85 - $84.89 $1.42M - $1.61M
8.17K $673K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-308
- 1.41%
$360.07 - $417.26 $111K - $129K
21.5K $7.76M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-384
- 0.67%
$121.0 - $142.28 $46.5K - $54.6K
57K $7.04M
AMD
Advanced Micro Devices Inc

Technology
-4.18K
- 56.9%
$96.63 - $129.55 $404K - $541K
3.17K $325K
VUG
Vanguard Growth ETF

ETFs
-143
- 1.32%
$369.1 - $427.61 $52.8K - $61.1K
10.7K $3.96M
AMP
Ameriprise Financial Inc

Financial Services
-10
- 0.1%
$472.29 - $575.13 $4.72K - $5.75K
9.84K $4.76M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-435
- 1.4%
$96.3 - $112.23 $41.9K - $48.8K
30.7K $2.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
-124
- 0.99%
$247.97 - $296.33 $30.7K - $36.7K
12.3K $3.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-207
- 0.68%
$102.49 - $119.96 $21.2K - $24.8K
30.4K $3.16M
VGT
Vanguard Information Technolog

ETFs
-136
- 3.95%
$542.38 - $646.34 $73.8K - $87.9K
3.3K $1.79M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-314
- 0.49%
$57.21 - $65.8 $18K - $20.7K
63.9K $3.72M
VB
Vanguard Small Cap ETF

ETFs
-114
- 0.92%
$217.89 - $252.64 $24.8K - $28.8K
12.2K $2.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
-207
- 4.12%
$551.42 - $612.93 $114K - $127K
4.82K $2.7M
BAC
Bank Of America Corp

Financial Services
-4.67K
- 23.9%
$39.61 - $47.74 $185K - $223K
14.9K $620K
DGRO
Ishares Core Dividend Growth E

ETFs
-2.42K
- 1.36%
$60.46 - $64.42 $146K - $156K
175K $10.7M
DIS
Walt Disney CO

Communication Services
-543
- 5.6%
$96.87 - $114.0 $52.6K - $61.9K
9.16K $904K
GWW
W.W. Grainger, Inc.

Industrials
-19
- 0.81%
$953.54 - $1132.42 $18.1K - $21.5K
2.34K $2.31M
IVV
Ishares Core S&P 500 ETF

ETFs
-56
- 1.31%
$554.06 - $615.85 $31K - $34.5K
4.23K $2.36M
IYW
Ishares Dj Us Tech ETF

ETFs
-634
- 25.29%
$140.44 - $166.79 $89K - $106K
1.87K $263K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
-88
- 0.1%
$41.06 - $44.04 $3.61K - $3.88K
88K $3.64M
IWR
Ishares Russell Mid Cap ETF

ETFs
-82
- 0.29%
$82.81 - $92.93 $6.79K - $7.62K
28.3K $2.39M
SWKS
Skyworks Solutions, Inc.

Technology
-978
- 49.77%
$64.12 - $93.96 $62.7K - $91.9K
987 $63K
CRM
Salesforce, Inc.

Technology
-58
- 4.44%
$268.36 - $359.95 $15.6K - $20.9K
1.25K $334K
VO
Vanguard Mid Cap ETF

ETFs
-49
- 0.41%
$251.87 - $277.95 $12.3K - $13.6K
12K $3.1M
XLK
Technology Sector Spdr

ETFs
-93
- 3.89%
$206.38 - $242.18 $19.2K - $22.5K
2.3K $474K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-400
- 71.56%
$161.27 - $192.3 $64.5K - $76.9K
159 $25K
MRK
Merck & Co., Inc.

Healthcare
-19
- 0.25%
$83.01 - $101.02 $1.58K - $1.92K
7.55K $677K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-706
- 15.83%
$47.25 - $67.02 $33.4K - $47.3K
3.76K $183K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-39
- 0.26%
$41.78 - $50.35 $1.63K - $1.96K
15.1K $646K
TGT
Target Corp

Consumer Defensive
-9
- 0.42%
$103.65 - $142.5 $933 - $1.28K
2.16K $225K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11
- 0.56%
$254.58 - $302.92 $2.8K - $3.33K
1.97K $507K
SONY
Sony Group Corp

Technology
-2.6K
- 80.79%
$19.88 - $25.64 $51.7K - $66.6K
618 $15K
SCHW
Schwab Charles Corp

Financial Services
-848
- 25.41%
$71.24 - $83.64 $60.4K - $70.9K
2.49K $194K
O
Realty Income Corp

Real Estate
-950
- 77.05%
$51.67 - $58.49 $49.1K - $55.6K
283 $16K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-345
- 26.56%
$65.15 - $91.81 $22.5K - $31.7K
954 $62K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-338
- 2.33%
$49.36 - $53.08 $16.7K - $17.9K
14.2K $703K
IVE
Ishares S&P 500 Value ETF

ETFs
-127
- 1.81%
$185.78 - $198.58 $23.6K - $25.2K
6.88K $1.3M
PFE
Pfizer Inc

Healthcare
-1.12K
- 12.01%
$25.01 - $27.13 $28K - $30.4K
8.22K $208K
CVS
Cvs Health Corp

Healthcare
-1.04K
- 61.25%
$44.22 - $68.64 $46K - $71.4K
658 $44K
SRE
Sempra Energy

Utilities
-303
- 60.84%
$67.85 - $87.67 $20.6K - $26.6K
195 $13K
APP
App Lovin Corp

Technology
-35
- 11.01%
$238.08 - $510.13 $8.33K - $17.9K
283 $74K
COIN
Coinbase Global, Inc.

Technology
-38
- 14.29%
$172.23 - $301.3 $6.54K - $11.4K
228 $39K
Activity Summary
Buys All Purchases 307 New Holdings 46 Increased Positions 261 Sells All Sells 149 Reductions 149 Sold out 0 Options Calls 0 Puts 0
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